Receptionist/administrator

PSG’s commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.

Job description:
To provide an effective office assistant function to Wealth Advisers through reliable support, office administration, reception and switchboard duties and client administration.

**Responsibilities**:
Office administration:

- Purchase/ order general supplies
- Petty Cash
- Organize couriers
- Attend to client follow up calls when required in relation to seminar and function attendance.
- Manage Adviser diaries

Reception duties:

- Answering/redirecting all incoming calls, taking messages.
- Boardroom meeting reservations
- Meet and greet all clients and visitors to the office
- Make tea and coffee for clients
- Arrange appointments with clients or prospects on behalf of Adviser

Client administration:

- Ensure adequate knowledge of product provider websites and contact numbers
- Produce any documents or correspondence as required by the Adviser, Para-Planner or Practice Manager
- Prepare prospective client files as needed
- Prepare and file new customer files as needed
- Generate investment statements/tax certificates as required
- Ensure all documents are loaded on the electronic system

Other Responsibilities:

- Administration
- Client Relationship Management
- Gather Policy information
- Compile a summary of information
- Research product information
- Handling and solving of client enquiries
- Diary management
- Reporting of new business statistics
- Preparation of insure review appointments
- Maintaining CRM system
- Stand in for Compliance Assistant in her leave absence.

Minimum requirements:

- Matric
- 2 - 3 years’ experience as a receptionist
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (MS Office Word, Excel, Outlook)

Competencies required:

- Client service and telephone etiquette
- Team-player
- Time management
- Organising and planning
- Attention to detail and accuracy.
- Ability to function well under pressure

Ability to commute/relocate:

- Phalaborwa, Limpopo: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- Administrative office procedures, practices and equipment: 1 year (preferred)

Application Deadline: 2023/08/25